SourcingSourcing

ONEX CREDIT ADVISOR, LLC

C45
CRD 330076·SEC 801-129604·ENGLEWOOD CLIFFS, NJ
AUM
$417.8M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ONEX CREDIT ADVISOR, LLC
CRD
330076
SEC file #
801-129604
EIN
—
DBA names
—

Economics

AUM
$417.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$561.3M → $417.8M▼ -26%
Client mix
Business Devel Companies1

Operations

Employees (total)
70
Advisory staff (per ADV)
34
Advisory staff (5-yr trend)
'25'26
32 advisors → 34 advisors▲ +6%
Primary office
ENGLEWOOD CLIFFS NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
onex.com/credit

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ONEX US HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
ONEX US HOLDINGS LLC
DROZD, ZACHARY, STEPHEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ONEX.COM
Rdap Domain Creation Date
1997-05-22T04:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.549
Soi Zip Pct 200k Plus
0.3776
Soi Zip Returns 200k Plus
1,080
Soi Zip Total AGI
1,004,962
Fdic Zip Total Deposits
38,247,929,000
Fdic Zip Branch Count
106
Fdic Zip Top Banks
ConnectOne Bank
Connectone Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
U.s. Bank2
Fdic Zip Branches Raw
Bridge View BankEnglewood Cliffs, NJ
United Jersey BankEnglewood Cliffs, NJ
Fdic Zip HHI
3357.22
Fdic Zip Top Bank Share Pct
53.3
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-23T04:00:00Z
Rdap Domain Last Changed
2026-04-21T09:06:00Z
Rdap Nameservers
Ns1-01.azure-dns.comNs2-01.azure-dns.netNs3-01.azure-dns.orgNs4-01.azure-dns.info
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update ProhibitedServer Delete Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI5,364
Returns550
Stub 2
AGI11,082
Returns290
Stub 3
AGI15,413
Returns250
Soi Zip Total Business Income
35,603
Soi Zip Total Cap Gains
121,861
Soi Zip Total Dividends
42,335
Soi Zip Total Returns
2,860
Trust Company Affiliate
Yes

People (5)

5
DROZD, ZACHARY, STEPHEN
Executive Officer · 2.5%
7714807
JABER, RONNIE, HASAN
Executive Officer · 2.5%
4693350
Reilly, Mariel, Echemendia
Executive Officer · 2.5%
8044368
SIU, ALBERT, NMN
Executive Officer · 2.5%
6602482
Wright, Walter, A
Executive Officer · 2.5%
8065140